Vice President of Member Experience, Finalis
Securities brokerage platform
Be an early applicant
Securities brokerage platform
21-100 employees
Be an early applicant
21-100 employees
Company mission
Building the world’s largest private securities brokerage platform.
Role
Who you are
- At least 5 years of Vice President level leadership roles leading teams over 15 employees
- Experienced Customer Success & Delivery Leader: Proven leadership in Customer Success, Professional Services, or Delivery roles within SaaS organizations, with experience supporting thousands of global clients
- Strong Cross-Functional Collaboration: Demonstrated success working across product, design, engineering, and data teams to deliver customer-centric solutions
- Customer Engagement Expertise: Skilled in managing customer-facing engagements, resolving issues, and communicating effectively with stakeholders
- Operational Excellence & Innovation: Passion for leveraging technology and innovation to solve business challenges, improve services, and drive operational outcomes
- Strategic Business Acumen: Ability to translate complex market needs into actionable strategies that align with organizational goals and drive customer satisfaction
- Delivery & Project Management: Hands-on experience in project planning, budget/milestone control, release planning, and leading high-performing delivery teams
- Coaching & Team Leadership: Serves as a player-coach who can guide teams toward achieving OKRs while remaining open to feedback and new ideas
- Execution-Oriented & Proactive: Highly organized, responsive, and effective at setting expectations, driving projects to completion, and maintaining a positive, ownership-driven mindset
Desirable
- Associate's or Bachelor's Degree in engineering, business, computer science or related field
- Previous experience managing revenue, including renewals, expansions, or commissions
- Demonstrated time management and prioritization skills with an eye for continuous improvement
- You have exceptional written and spoken English
- You can handle confidential information
- You have the ability to work swiftly with a high sense of urgency and be comfortable with shifting priorities and deadlines
- You are flexible, patient, persistent and have a team spirit attitude
What the job involves
- Finalis is looking for an extraordinary individual to manage our global core services teams and help build the world’s greatest dealmaking platform.
- This role will play a critical role in building teams to ensure that every platform user feels that they have been provided high quality support
- The Head of Professional Services will help define strategy, hire and enable teams of A-players, implement new processes and help educate our user base on value-additive changes to the Finalis platform
- We are seeking a dynamic and experienced Vice President of Member Experience to lead the development and execution of a unified strategy that enhances the experience for investment bankers on our platform
- This leadership role will oversee the end-to-end experience—from go-to-market strategies and client interactions with front-end teams, to product innovation, technology development, and operational efficiency with back-end teams
- The VP will collaborate across all departments—business, product, design, engineering, data, and shared services—driving alignment and ensuring that every aspect of the investment banker journey is seamless, efficient, and user-centric
- Leadership & Strategy: Lead and drive the vision for the Banker Experience, ensuring alignment across our go-to-market and product via customer success, product, design, engineering, data, and back-office operations to deliver a unified, high-impact user experience
- Cross-functional Collaboration: Partner closely with product, design, engineering, and data teams to define, prioritize, and deliver platform features that optimize the banker experience and overall platform usability
- User-Centric Focus: Understand the needs and pain points of bankers and ensure the platform's tools, workflows, and resources are tailored to enhance their effectiveness and efficiency
- Process, Systems & Policy Optimization: Define and implement policies, processes, and best practices that foster smooth collaboration between teams, streamline the banker journey, and enable scalability as the platform grows. Constantly revisit processes to ensure a strong, efficient customer experience
- Performance & Growth: Set clear Objectives and Key Results (OKRs) for Banker experience initiatives, ensuring continuous measurement and optimization to improve satisfaction, platform adoption, and overall success in the private capital markets
- Innovation & Thought Leadership: Be a strategic thought leader within Finalis, ensuring that the Banker experience is innovative, forward-thinking, and aligned with the latest trends in both technology and investment banking including influencing the type of integration and service partners we work with to augment our Banker experience
- The VP of Member Experience reports to the CRO of Finalis
Our take
Trillions of dollars are exchanged through M&A transactions. While the playbook is known for the lawyers and bankers involved, their workflow continues to be anchored in legacy systems like email and siloed spreadsheets hampering compliance and efficiency.
Finalis hopes to upend this market with an integrated private securities brokerage technology platform. The platform’s central offering is a Hub where banks can affiliate their FINRA licenses, dramatically reducing compliance headaches.
However, Finalis wants to go much further than that with a product suite automating much of the deal process. That means further features like deal rooms and prioritised collaboration opportunities.
While many of these transactions are ‘bread and butter’, stakeholders are reticent to change partially due to the billions of dollars at stake on a deal. However, Finalis’ team, with deep sector expertise and a commitment to the highest standards, stand a good chance of overcoming the inertia in the industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
158% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2022
$10.7m
SEED
Jul 2021
$10.7m
SEED
Total funding: $21.4m
Company benefits
- Flexible working hours
- 100% Remote work
- Generous paid vacation
- Personal growth budget
- Inclusive and diverse environment to develop your skills at its maximum potential
- Focus on your career growth
- Enriching learning and development opportunities
Company HQ
SoMa, San Francisco, CA
Leadership
Federico Baradello
(CEO)Attended Princeton University and Harvard University. J.D in Berkeley Law. London School of Economics PhD. Trained at Kirkland & Ellis.
Guido Barosio
(CTO)Stanford University. GSB: M&A, Technology Leadership & Innovation, Business and Management. Groupon LATAM CTO, Globant (LinkedIn.com, Lastminute.com). IAE Austral University, Mentor at NAVES and WISE. Chairman/Philanthropist at Bravo47.
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